Trevor has been working to protect and grow wealth for businesses, families, and individuals since 2014. As a certified financial planner and an investment professional, he maintains an approach that is client-centric and uses his broad understanding of complex financial concepts to help clients crystallize their financial objectives when it comes to Estate, Business, and Personal Planning and to develop a strategy that puts them on pace towards achieving financial success.
Trevor has been a proud resident of the San Diego community for over 35 years and has a vested interest in seeing his friends and neighbors succeed in building the financial future that they envision. He is also licensed in several states throughout the country and works with clients throughout the nation. As a loving husband, father, and successful business owner, he has many of the same hopes and aspirations of his clients and takes pride in a straightforward and transparent approach that employs a proven process built on client dialogue, sound financial research, and state of the art technology. With numerous industry awards and achievements, Trevor has displayed a passion and focus within his business that translates to client success.